QuickBooks Online Webinar III – Vendor Transactions: Expenses and Checks
Duration: 3 Hours
Level: Beginner → Early Intermediate
Format: Live Human Online Webinar with Guided Labs
Environment Used: Intuit QuickBooks Online Test Drive (Accountant View)
Webinar Schedule (3 Hours)
Session 1: Vendor and Expense Workflow Foundations
How vendor transactions flow through QuickBooks Online
Vendors vs expense categories
Cash vs accrual impact on expenses
How expenses affect the Profit & Loss and Balance Sheet
Lab 1:
Review vendor records and transaction history
Identify expense-related accounts
Trace how vendor transactions affect reports
Session 2: Recording Expenses
When to use Expenses vs Bills (high-level context)
Category-based expense entry
Using items on expense forms (when appropriate)
Understanding posting behavior
Lab 2:
Enter expense transactions
Compare category vs item-based expenses
Review impact on Profit & Loss
Drill into expense details
Session 3: Writing and Recording Checks
How checks differ from expenses behind the scenes
When to use checks vs other expense workflows
Impact on bank balances and reporting
Common mistakes and how to avoid them
Lab 3:
Write checks to vendors
Review how checks post to accounts
Compare check vs expense transactions
Validate reporting accuracy
Webinar Description
QuickBooks Online Webinar III focuses on vendor transactions, showing how money leaving the business is recorded through expenses and checks. This hands-on webinar builds on prior sessions by reinforcing how vendor activity affects cash flow, expenses, and financial statements.
Rather than treating expense entry as simple data input, this webinar emphasizes decision-making and accounting impact. Participants learn when to use each transaction type and how those choices affect reporting accuracy.
All demonstrations and labs are completed using the QuickBooks Online Test Drive account in Accountant View, providing a realistic environment without risk to live company data.
By the end of the webinar, attendees will confidently understand how vendor expenses and checks flow through QuickBooks Online and how to verify that transactions are recorded correctly.
Lab & Exercise Structure
Each lab is:
Instructor-guided with live explanation
Scenario-based and practical
Focused on real vendor payment situations
Performed in the QuickBooks Online Test Drive (Accountant View)
Labs mirror common expense and vendor management challenges.
Who This Webinar Is For
Attendees of QuickBooks Online Webinars I and II
Business owners tracking expenses
Bookkeepers managing vendor activity
Anyone confused about expense vs check workflows
What You’ll Gain
Clear understanding of vendor transaction workflows
Insight into how expenses and checks affect reports
Confidence recording money-out transactions
Ability to troubleshoot vendor posting issues
Other QuickBooks Online Webinars
This webinar expands into daily vendor workflows.
Additional QuickBooks Online webinars build on this foundation by covering:
Bills and accounts payable
Payments, deposits, and undeposited funds
Banking and reconciliation
End-to-end financial reporting
QuickBooks Online Webinar III ensures expenses are recorded accurately—so your financial results reflect reality, not guesswork.
